About

More Time Off for What Matters: Enjoy up to 6 weeks of leave Flexible Work Environment: Work where we work best – whether in the office or from home. Work with our highly regarded Investments Team in this senior role. Perpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, currently consisting of 11 leading brands across three distinct businesses: Asset Management, Wealth Management and Corporate Trust. About the Role This exciting role sits within the Perpetual Wealth Management Multi-Asset Investment Team and will have responsibility for researching and managing multi-manager portfolios, models and the Approved product list, covering Australian and global investment opportunities. You’ll research and make recommendations on a wide breadth of investment managers and opportunities, focusing on Global listed Equities, Listed Real Estate and other growth alternative asset classes, including Responsible Investment options. You’ll also: Ensure top quartile performance of our implemented (discretionary) and model portfolios, consistent with client objectives. Monitor incumbent investment managers and assist in daily portfolio management, quantitative analysis, and operational aspects. Design and review relevant implemented and model portfolios, focusing on Australian and global, listed and alternative, growth asset classes. Prepare and present investment papers and research to investment committees for approval and communication. Contribute to regular and ad-hoc adviser and client communications on key investment issues and portfolio research updates. About You We’re looking for someone with: An appropriate undergraduate degree (commerce, economics, business, finance) and/or relevant investment post-graduate qualifications (eg CFA). 5-10+ years’ experience as a multi-manager research analyst and/or portfolio manager, with demonstrable experience in Global listed Equities, REITs and other growth alternative asset class research. Investment experience across traditional and alternative asset classes, including portfolio management and portfolio construction of multi-manager funds. Strong understanding of portfolio construction theory, investment markets, and financial instruments. Knowledge and experience with ESG factors and Responsible Investing. Strong numeric, modelling and analytical skills, as well as strong presentation skills. Excellent written and verbal communication skills, and experience in Investment Committee reporting. How we work Our unique culture is underpinned by our three organisational behaviours, Stretch, Own it, Make an impact which drive our approach of day-to-day interactions with colleagues and clients, the way we approach decision-making to the questions we ask and the problems we solve. Employee benefits Work from anywhere in Australia for up to one month each year. An annual allowance to empower you to prioritise your personal wellbeing. Study support and commitment to supporting professional development. Diversity and inclusion Strong commitment to all aspects of Diversity and Inclusion through a robust 7 pillar strategy. A growing number of employee-led networks who work to raise awareness and drive continued change. We support over 50 First Nations Communities, helping to secure the communities' future. We encourage applications from Aboriginal and Torres Strait Islander People. We’re committed to creating an inclusive workplace where diversity is celebrated. No matter your background or circumstances, we aim to provide an environment where you can thrive. Perpetual is an ASX-listed, diversified financial services company which has been serving clients since 1886. Across our four business divisions - Perpetual Asset Management Australia, Perpetual Asset Management International, Perpetual Private and Perpetual Corporate Trust - we aim to protect and grow our clients' wealth, knowing that by doing so we can make a difference in their lives. Trust is earned, every day. We have been earning the trust of our clients for more than 130 years and pride ourselves on our long-standing client relationships - some of which span five generations. Each and every day our people bring to life our enterprise behaviours – Stretch, Own It, and Make an Impact. The Perpetual team is diverse, expert and driven by the belief that we can make a difference in the lives of our clients. We value integrity, skill and teamwork and seek to find the best in each individual. Our reward is personal and professional development and the pride that comes from doing the best for our clients. In 1885, a committee of business and professional people, including future Prime Minister, the Honourable Sir Edmund Barton, gathered in Sydney for the purpose of forming a trustee company. Perpetual Trustee Company Limited was formed on 28 September 1886 and since then has been entrusted by generations of Australians to manage, grow and protect their wealth. Through wars, recessions and financial crises, we have continually evolved to meet the challenges of constant social, technological and economic change. Our core values and financial principles have endured through time and will continue to endure.